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Special Needs Trusts

Monday, Nov 20, 12:00pm to 1:00pm

A special needs trust is a legal arrangement that enables a physically or mentally disabled or chronically ill individual to receive income without reducing one’s eligibility for the government-funded disability benefits from Social Security, SSI, or Medicaid.

Learn how to make gifts or leave bequests to loved ones who rely on means-tested benefits for support.

Johanna Allex, Partner at Stafford Rosenbaum LLP, and Kevin Hayde, Executive Director at WisPACT, will educate attendees on the following:

    who requires a special needs trust
    the different types 
    how to navigate the process of starting a special needs trust
    the benefits of setting one up
    how to give or leave a gift to someone with a special needs trust

This event is hosted by Madison Public Library Foundation as part of it's virtual Educational Series. All Educational Series events are free to attend. Registration is required; click the button below to sign up. All who register will receive an email with a link to the event recording in case they cannot attend live.